Recorded by: Brad Swineheart
As a financial advisor, marketing towards clients and prospects can be a tricky process.
But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale.
In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, a marketing and communications firm focused on improving clients’ marketing practices and giving them access to proven sales strategies and tested seminar tactics. They focus on giving clients proven processes they can integrate and adapt into their own business.
- Why first meetings with new clients are the most important process in a business venture
- The mindset you need to keep improving yourself and your business ethic
- Staffing culture strategies, operational processes and how to track profitability
- How you can turn a small purchase into a profitable flipping business
- And more